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Oct 3, 2012
10/12
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i think jim nailed this best probably almost two years ago now. they make things that people don't want. it is not an easy transition for them to get into tablets or software as a service. these aren't overnight things. you combine that with problems with management at the top there is not a lot of reason to weight in here. >> hewlett-packard people might have wanted to invest because of a cash flow but they estimates down. >> sometimes you just can't turn around a company. what was a great company in the past with great products and great technology is no longer. kodak, xerox. the question to ask is, is dell, is intel maybe not there but definitely dell, are they the next xerox? i think there is a good bet that they go down to the utility-like companies like maybe microsoft where they are old tech. they are much, much too big to innovate and become gdp-like stories. >> you see the virtues in investing in europe. do you see virtues in hewlett-packard. >> what i will say is meg whitman told me a year ago it would take five years to turn around the
i think jim nailed this best probably almost two years ago now. they make things that people don't want. it is not an easy transition for them to get into tablets or software as a service. these aren't overnight things. you combine that with problems with management at the top there is not a lot of reason to weight in here. >> hewlett-packard people might have wanted to invest because of a cash flow but they estimates down. >> sometimes you just can't turn around a company. what was...
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Oct 4, 2012
10/12
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marc faber and jim rogers, chairman of chairman holdings. today, 1:00 p.m. eastern future ps now.cnbc.com. scott. >> in the meantime, here's what's up. bargain hunting for retail stocks. tom talk teles us why bigger certain always bet when half time comes back. >> next h e cover the breakouts and break downs in pops and drops. plus, they say the dumb money trades in the morning and the smart money trades into the close, so we reveal what that smart money is buying and trading before that finally bell tolls. when the ""halftime report"" continues. [ male announcer ] trading's like a high-speed train. and you don't want to miss it with thinkorswim by td ameritrade. you get knock-your-socks-off tools, simple one-click orders, real-time paper trading to hone your skills, plus anytime you need it support. ♪ stocks, options, futures, and forex. get your trading on track. thinkorswim by td ameritrade. trade commission free for 60 days, plus get up to $600 when you open an account. governor of getting it done. you know how to dance... with a deadline. and you...re
marc faber and jim rogers, chairman of chairman holdings. today, 1:00 p.m. eastern future ps now.cnbc.com. scott. >> in the meantime, here's what's up. bargain hunting for retail stocks. tom talk teles us why bigger certain always bet when half time comes back. >> next h e cover the breakouts and break downs in pops and drops. plus, they say the dumb money trades in the morning and the smart money trades into the close, so we reveal what that smart money is buying and trading before...
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Oct 9, 2012
10/12
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jim paulson joins us now with his outlook. welcome back. >> thanks, scott. >> face of all of this, you still have a pretty aggressive target going into year's end. >> i do. i have been at 1500 all year and i think that's a reasonable target for the s&p 500. we could well take out the new all-time highs next year, and i guess i think there is two big things, scott, many things that affect the market of course. we'll get by the uncertain election and beyond the fiscal cliff, and i look at two big catalysts going into next year. one is we have to get the emerging world economic recovery going again and secondly we need to develop an attitude in this country that the u.s. recovery is not just on life support from the fed but a sustainable inherently growing animal. i think we might accomplish both of those. the chinese officials have been bizly working and dropping the shibor rate to slightly over 3. the real money supply is rising in that country and with a year's leg i think china might pick up in the early part of next year. if
jim paulson joins us now with his outlook. welcome back. >> thanks, scott. >> face of all of this, you still have a pretty aggressive target going into year's end. >> i do. i have been at 1500 all year and i think that's a reasonable target for the s&p 500. we could well take out the new all-time highs next year, and i guess i think there is two big things, scott, many things that affect the market of course. we'll get by the uncertain election and beyond the fiscal cliff,...
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Oct 3, 2012
10/12
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and tomorrow, on the live futures now show, we'll have two very special guests, marc faber and also jim rogers. they'll join us in a double header, one of the highest order, that's tomorrow at 1:00 p.m. on futures now.cnbc.com. >> they call that a double negative, i guess. both of those guys bringing a lot of gloom. jackie, thanks so much. >>> and next on halftime, they say a zebra can't change its stripes. what about one of wall street's biggest bears. we'll find out. oh no, not a migraine now. try this... bayer? this isn't just a headache. trust me, this is new bayer migraine. [ male announcer ] it's the power of aspirin plus more in a triple action formula to relieve your tough migraines. new bayer migraine formula. monarch of marketing analysis. with the ability to improve roi through seo all by cob. and you...rent from national. because only national lets you choose any car in the aisle... and go. you can even take a full-size or above, and still pay the mid-size price. i'm going b-i-g. [ male announcer ] good choice business pro. good choice. go national. go like a pro. [ male ann
and tomorrow, on the live futures now show, we'll have two very special guests, marc faber and also jim rogers. they'll join us in a double header, one of the highest order, that's tomorrow at 1:00 p.m. on futures now.cnbc.com. >> they call that a double negative, i guess. both of those guys bringing a lot of gloom. jackie, thanks so much. >>> and next on halftime, they say a zebra can't change its stripes. what about one of wall street's biggest bears. we'll find out. oh no, not...
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Oct 5, 2012
10/12
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. >> jim cramer yesterday said he could see hpq going to way of eastman kodak. is that a possibility here? >> i don't think it is because i know that situation pretty well. the deal with hp they said they had secular issues. print is going down. will continue to go down. no stopping that. however the company will embrace some areas of growth. they just came out with an enterprise tablet. could have some momentum. windows 8 could bring some momentum. turning around the services business. could bring some momentum. i think with kodak, it was essentially a one product company with no growth vehicles in the digital age. hp has problems yes but i do think they will stage enough of a come back and the stock is way too cheap. >> what do you think about facebook. a billion users. >> first of all you had mentioned we own facebook. i don't and the firm doesn't own it. we're pretty bearish on facebook. the way i look at facebook a lot of users but you have to show me how you monetize mobile. if they can prove that they can monetize mobile at a reasonable profit and cash fl
. >> jim cramer yesterday said he could see hpq going to way of eastman kodak. is that a possibility here? >> i don't think it is because i know that situation pretty well. the deal with hp they said they had secular issues. print is going down. will continue to go down. no stopping that. however the company will embrace some areas of growth. they just came out with an enterprise tablet. could have some momentum. windows 8 could bring some momentum. turning around the services...